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Duality Advisers’s Iron Mountain IRM Stock Holding History

Duality Advisers’s Portfolio IRM Stock Details IRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,611
Closed -$290K – 264
2024
Q1 		$290K Sell
3,611
-1,731
-32% -$125K 0.03% 527
2023
Q4 		$374K Sell
5,342
-52,530
-91% -$3.3M 0.04% 472
2023
Q3 		$3.44M Sell
57,872
-2,800
-5% -$171K 0.42% 61
2023
Q2 		$3.45M Buy
60,672
+4,482
+8% +$245K 0.43% 60
2023
Q1 		$2.97M Buy
56,190
+35,805
+176% +$1.88M 0.34% 96
2022
Q4 		$1.02M Buy
20,385
+5,028
+33% +$254K 0.12% 310
2022
Q3 		$675K Sell
15,357
-23,279
-60% -$1.18M 0.07% 373
2022
Q2 		$1.88M Buy
+38,636
New +$2.03M 0.19% 210
2021
Q4 		– Sell
-129,996
Closed -$5.65M – 593
2021
Q3 		$5.65M Buy
129,996
+52,924
+69% +$2.38M 0.43% 56
2021
Q2 		$3.26M Buy
+77,072
New +$3.23M 0.29% 110
2020
Q4 		– Sell
-208,010
Closed -$5.57M – 636
2020
Q3 		$5.57M Buy
+208,010
New +$5.92M 0.36% 54
2019
Q4 		– Sell
-29,630
Closed -$960K – 406
2019
Q3 		$960K Buy
+29,630
New +$931K 0.05% 249
2019
Q2 		– Sell
-205,640
Closed -$7.29M – 258
2019
Q1 		$7.29M Buy
+205,640
New +$7.26M 0.43% 63

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Duality Advisers's IRM Position: Q2 2024 in Review

Duality Advisers sold out of Iron Mountain (IRM) in Q2 2024, closing a stake of 3,611 shares — an estimated $290K sold.

Duality Advisers first reported a position in IRM in Q1 2019 and held it in 13 quarters. The position peaked at $7.29M in Q1 2019. 966 funds tracked by Wall St. Rank hold IRM as of Q2 2024.

  • Duality Advisers reported no remaining Iron Mountain position as of Q2 2024 after selling out during the quarter.
  • Duality Advisers sold 3,611 Iron Mountain shares in Q2 2024, an estimated $290K.
  • Duality Advisers first reported a position in Iron Mountain in Q1 2019 and held it in 13 quarters.
  • Duality Advisers's Iron Mountain position peaked at $7.29M in Q1 2019.
  • 966 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2024.

Based on Duality Advisers's 13F filing for Q2 2024.